Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario. Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director). Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners. She is involved as a board member for a number of non-profit organizations and is a member of EPCOH (Estate Planners Council of Halton)
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.
I am the Director of Business Development for Wealth Stewards. One of our sister companies is Estate Stewards. I am constantly asked questions on estate work, estate planning, etc. I believe I owe it to our clients to be able to both answer their questions on estate planning and help them execute their decisions.
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
A seasoned financial services veteran with over 35 years of professional advisory, practice, and agency management experience, Brent has specialized in advanced estate and tax planning techniques, family and business succession, sponsored and association benefit plan design and administration, as well as pension and other retirement income and asset protection strategies.
Brent has held executive leadership roles, as well as senior regional field management positions representing national public insurance corporations, investment banking institutions, as well as privately held financial advisory services corporations.
In addition to his professional designations, he is a member of Advocis, the Financial Advisors Association of Canada since 1984, CALU, The Conference for Advanced Life Underwriting and The Institute for Advanced Financial Education, The Financial Planners Standards Council, and The Million Dollar Round Table.
Brent is currently serving as Chair, Professional Development, he was also the Past President of the Board of Directors for the Advocis Peel/Halton Chapter in 2009-2010. Additionally, he is serving as a Trustee for the Institute of Advanced Financial Education and sits on the National Advocis Finance committee. Finally, he recently completed his second 2 year mandate as President of the Estate Planning Council of Mississauga where he has been a member since 2008.
Brent is actively involved with the establishment of the CEAN (Certified Executor Advisor Network) a not for profit association focused on the collaboration of like minded CEA's for the betterment and literacy of testators and their designated executors.
In his spare time, Brent is active with select charities including the Community Foundation of Mississauga and enjoys traveling, golf, boating, flying and the occasional poker game.
Micheline Varas, BA, RHU, RFC, EPC, GBDS
Senior Partner, Senior VP Living Benefits
CustomPlan Financial Advisors
Micheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective underwriters delivering results to individuals and corporate clients. Micheline is also a resource to financial advisors and large institutions. Her focus is to structure and ensure creative, cost and tax effective risk mitigation solutions. She believes that professional financial advice adds significant value to individuals and their businesses. To provide the best to clients, Micheline works with the best! This mindset allows for collaboration with independent specialists delivering comprehensive plans designed to create value. Her extensive experience in Living Benefits enabled Micheline to be the first recipient of the GBDS (Group Benefits Disability Specialist) designation in Canada, and a founding moderator for the Canadian Initiative for Elder Planning Studies. A Top of the Table (MDRT – Million Dollar Round Table) member, Micheline has penned many industry and non-industry publications, holds various training and educational events and has been a speaker at numerous national and international congresses. In 2014 Micheline was named one of 50 Women of Influence in Canada’s insurance industry.
For the past 50 years I have helped advise my clients through my law practice, initially as Speal, Viner and then growing over time to Viner, Kennedy, Frederick, Allan & Tobias, commonly known as Viner, Kennedy.
With my experience, and as a creative problem solver, I can assist in any of the following areas:
Richard Walsh is an experienced and qualified professional who
built his business with a focus on relationships, accountability and client
Sense of Responsibility
Richard sees his job first and foremost, as a way to make a
deep, positive impact for the people who depend on his efforts in helping them
to manage their financial well-being. His prime directive is to provide his
clients with “PEACE OF MIND” as they manage their financial wellbeing.
Determined to Solve the Problem
After meeting with many clients who came away disappointed from
their previous advisor, Richard decided he could serve people better. He
designed his investment process entitled "The Net Worth Navigator Process"
to supply the missing elements. Once inducted into his Investment Process, Richard's
clients create a “Financial Blueprint” that Access and Design both short and
long-term goals and then Implement and Track their Investment strategies on
order to successfully achieve their financial peace of mind.
Richard is a veteran of almost 30 years in the industry. He has
a B.Sc. from Concordia University, and he is licensed to provide Securities
Investment Advice. He is also licensed to trade Options and is licensed in
Insurance of Persons.
Certified Financial Planner
Certified Divorce Financial Analyst
Half of my clients are Career Women
Independent Financial Advisor since 1994.
Del is a Wealth & Insurance
Advisor, primarily for successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.
Faculty member of the Canadian Initiative for Elder Planning Studies.
Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach